Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Baton Rouge, LA 70802
Merrill
Institution
Tyler Ginn is a Financial Advisor with Merrill Lynch Wealth Management, serving clients alongside Ginn Wealth Management, an advisory team based in Baton Rouge. He works to provide wealth management services that focus on connecting all aspects of clients' financial lives to help prioritize and pursue personal goals. His areas of focus include college education planning, personal retirement planning, and portfolio management services.
Tyler joined Merrill Lynch Wealth Management in 2021 and holds a bachelor's degree in finance from Louisiana State University, obtained in 2024. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). His approach centers on developing strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs.
Outside of his professional role, Tyler enjoys LSU sports such as baseball and football, as well as hiking, traveling, and playing pickleball.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Baton Rouge, LA North Blvd
445 North Blvd
Baton Rouge LA 70802
Advisors at this office
40
Louisiana · Texas
3 years of industry experience
Bank of America, N.A.
2024 - Present • 2 years
Baton Rouge, LA
Merrill
2021 - Present • 5 years
Baton Rouge, LA
Louisiana State University
2020 - Present • 6 years
Baton Rouge, LA
St Aloysius School
2018 - 2021 • 3 years
Baton Rouge, LA
Lucky Dog Lodge
2018 - 2018 • 1 year
Prairieville, LA
Full Time Student-Catholic High School
2017 - 2018 • 1 year
Baton Rouge, LA
Premier Indoor Soccer Center
2017 - 2017 • 1 year
St. Gabriel, LA
Full Time Student- St. Aloysius and Catholic High
2010 - 2017 • 7 years
Baton Rouge, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
CFP®, Series 63
Baton Rouge, LA
Mariner Independent
Brianna Wilks is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Independent in Baton Rouge, LA. She previously worked at Northwestern Mutual Wealth Management Company and Matthew Kubicek, among other roles. Wilks also offers investment services through the Mariner platform via Alinity Wealth Management. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services, supported by institutional affiliations and a range of investment resources.
Series 66
Baton Rouge, LA
Simmons Asset Management, LLC
Mark Simmons is the sole advisor at Simmons Asset Management, LLC in Baton Rouge, LA. He holds a Series 66 designation and has 20 years of industry experience. Before founding his firm, he worked at B.F. Anderson starting in 2002. Simmons Asset Management provides discretionary investment supervisory services and individual portfolio management for both individual and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm emphasizes fundamental security analysis, asset allocation, and a long-term investment approach tailored to each client’s objectives and risk tolerance.
Series 63, Series 65
Prairieville, LA
Belle River Capital Management LLC
Teddy Theriot is a financial advisor at Belle River Capital Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Theriot Walston Inc. for 10 years before joining his current firm in 2023. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations, including pension and profit-sharing plans. The firm customizes advisory services to clients’ investment objectives, combining fundamental and technical analysis with third-party research, and offers a wrap fee program alongside institutional client services.
CFP®, Series 65, Series 66
Baton Rouge, LA
Logical Investments, LLC
Jeffry Cobb is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Logical Investments, LLC in Baton Rouge, LA. He has worked at Foresters Equity Services Inc and Logical Investments since 2011. In addition to his advisory work, he is involved in insurance sales and tax preparation through related business activities and also performs notary services for clients. Logical Investments, LLC is an independent advisory firm managing approximately $45.7 million for about 77 clients, providing discretionary portfolio management, financial planning, and tax services. The firm utilizes model-driven portfolios with hedging, alternative income strategies, and momentum-based trading, and acts as founder and general partner of a private pooled investment vehicle, Oakstone Hedged Equity, LP.
CFP®, Series 63, Series 65
Baton Rouge, LA
Graf Financial, L.L.C.
Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.
PFS™, Series 66
Baton Rogue, LA
Rizzutto Financial Advisors
Anthony Rizzutto is a financial advisor with Rizzutto Financial Advisors in Baton Rouge, LA, holding the PFS™ and Series 66 designations and possessing 15 years of industry experience. He has been associated with Rizzutto Financial Group since 2004 and is also a practicing CPA with ownership of a public accounting firm since 1990. Rizzutto Consulting, LLC provides fee-only financial planning and investment portfolio management primarily for individual clients. The firm uses a long-term, buy-and-hold approach with predominantly non-discretionary asset management and applies mutual fund database filtering, performance chart analysis, and financial-ratio risk assessment to inform recommendations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")